HAI
MRSH

Hennessy Advisors Inc’s Marsh MRSH Stock Holding History

Hennessy Advisors Inc’s Portfolio MRSH Stock Details MRSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.38M Sell
14,300
-400
-3% -$66.9K 0.08% 232
2026
Q1 		$2.55M Buy
+14,700
New +$2.64M 0.09% 201

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Hennessy Advisors Inc's MRSH Position: Q2 2026 in Review

Hennessy Advisors Inc reduced its Marsh (MRSH) stake by 2.7% in Q2 2026, selling an estimated $66.9K and leaving 14,300 shares worth $2.38M. The position accounts for 0.08% of the portfolio, ranked #232.

Hennessy Advisors Inc first reported a position in MRSH in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.55M in Q1 2026. 1,499 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Hennessy Advisors Inc held 14,300 shares of Marsh worth $2.38M as of Q2 2026.
  • Hennessy Advisors Inc sold 400 Marsh shares in Q2 2026, an estimated $66.9K.
  • Marsh made up 0.08% of Hennessy Advisors Inc's portfolio in Q2 2026, its #232 holding.
  • Hennessy Advisors Inc first reported a position in Marsh in Q1 2026 and has held it in 2 quarters since.
  • Hennessy Advisors Inc's Marsh position peaked at $2.55M in Q1 2026.
  • 1,499 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Hennessy Advisors Inc's 13F filing for Q2 2026, filed 16 Jul 2026.